Detta blogginlägg är skrivet av Henriksons Aktieblogg.
By: Jesper HenriksonInvestment thesis:EV/fcf 7 and p/e 13 for e2020Profitability improvements in 2020 come from unchanged revenues with significantly lower UA costsThe view of the market is that revenues are boosted by Covid and that increased UA is needed to maintain revenue level, which will then reduce profitsThe investment case is based on UA investments in 2019 instead were undisciplined,…
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